I work at the intersection of Swiss wealth management operations, client lifecycle management, and cross-border documentation controls. In my current Zürich-based role with UBS Global Wealth Management, I handle more than 230 weekly cross-border cases across multiple jurisdictions, with end-to-end ownership of documentation quality, reconciliations, and exception management for portfolios covering 100'000+ accounts and over CHF 50 million in reclaim volumes.
Earlier, at an international corporate banking firm, I managed 300+ international corporate clients across the full client lifecycle: onboarding, KYC/AML, payments, foreign exchange, and account maintenance. Before that, I supported a CIB Netherlands desk on SEPA and SWIFT payment processing, AML/KYC documentation flows, and Front Office to Back Office coordination.
My strengths are in roles where accuracy, regulatory awareness, cross-functional coordination, and process improvement matter more than sales coverage. I act as the operational link between Front Office, Compliance, and Operations, keeping documentation-heavy, exception-driven processes precise, audit-ready, and on schedule.
Based in Zürich. EU citizen with Swiss B Permit. Six languages. Background in Communication and Journalism studies at Universidade Nova de Lisboa, Portugal.